3044am永利官网稀土行情简报202606期（总第587期）02-09~02-28

JL MAG Rare-Earth Industry Price Briefing 02-09~02-28

Week 8，2026

1. 重要新闻简报Briefing of Important News

2月28日亚洲金属网价格：镨钕金属1007.5-1008元/kg；金属钕1155-1160元/kg；镝铁合金格1520-1540元/kg；金属铽7900-8000元/kg。

Pricing from Asian Metal as of February 28th: PrNd metal: ¥1,007.5 - ¥1,008 per kg; Nd metal: ¥1,155 - ¥1,160 per kg; DyFe alloy: ¥1,520 - ¥1,540 per kg; Tb metal: ¥7,900 - ¥8,000 per kg.

2. 业内人士分析Analysis of Professional Insiders 

中国新年前后，稀土金属全面上涨，镨钕金属上涨明显。

Around the Chinese New Year, rare earth metals experienced a comprehensive price surge, with PrNd metal seeing particularly significant increases.

氧化镨钕供应紧缺问题没有得到缓解，上游持货商出货意愿不强，导致镨钕金属在原材料成本明显上升情况下，报价坚挺，稳步上行。随着下游企业开工，刚需补库，采购活动增多，成交也在稳步增长，价格出现进一步上调。

The supply shortage of PrNd oxide has not eased, and upstream holders are reluctant to release cargoes. This has kept the quotations of PrNd metal firm and on a steady upward trend amid a marked rise in raw material costs. As downstream enterprises resume production, driven by rigid demand for inventory replenishment, procurement activities have increased, transaction volumes have grown steadily, and prices have seen a further uptick.

镝铁受磁材企业询单采购活动增多影响，报价稳中微上调，但在实际成交不多。铽价格同样，价格上调，但成交较少。

Affected by the surge in inquiry and procurement activities from magnetic material enterprises, the quotation for DyFe alloy has remained firm with a slight uptick, yet actual transactions remain sluggish. The price of Tb has followed the same trend, edging up while seeing thin trading volumes.

随着新年后开工生产补库、、指标约束原料端、海外供给受限、全球供应整体偏紧、对日出口管制、世界局势动荡等多重因素影响，未来一段时间价格将易涨难跌。

Driven by multiple factors including post-New Year resumption of production and inventory replenishment, raw material constraints due to quota controls, limited overseas supply, an overall tight global supply, export controls on Japan, and global geopolitical volatility, prices are set to be prone to rises and resistant to falls in the coming period.

3.趋势图（参考亚洲金属网）Tendency Chart (refer to Asian Metal)

2026年03月02日

March 02^nd, 2026

提示：以上信息仅供参考！

Notes: the information above is for reference only!